Setup ClickUp Sync

Configure the connection between your local roadmap and ClickUp.

Instructions

Step 0: Check MCP Installation

First, verify ClickUp MCP is installed by checking available MCP tools.

If not installed:

ClickUp MCP Required
====================

Install the ClickUp MCP server:

  claude mcp add --transport http clickup https://mcp.clickup.com/mcp

Then run /mcp to authenticate via OAuth.

After authenticating, run /clickup-sync:setup again.

Step 1: Verify Connection

Call ClickUp MCP to list workspaces. If it fails, guide to /mcp for auth.

Step 2: Configure

Guide through selection:

ClickUp Sync Setup
==================

Step 1: Select Workspace
------------------------
1. My Company
2. Personal

> 1

Step 2: Select Space
--------------------
1. Engineering
2. Marketing

> 1

Step 3: Select Epic Folder
--------------------------
Where should epics sync to?

1. Epics
2. Features
3. Roadmap

> 1

✅ Configuration saved!

Step 3: Save Config

Create .roadmap/clickup-config.json:

{
  "workspace": { "id": "...", "name": "My Company" },
  "space": { "id": "...", "name": "Engineering" },
  "epicFolder": { "id": "...", "name": "Epics" },
  "syncMapping": {
    "epics": {},
    "milestones": {}
  },
  "lastSync": null
}

Step 4: Summary

Setup Complete
==============

Workspace: My Company
Space: Engineering
Epic Folder: Epics

Epics → ClickUp Epic tasks
Milestones → ClickUp Subtasks

Ready to sync:
- /clickup-sync:push
- /clickup-sync:pull